+89.4%
CLDT price history and return analytics
+74.1%
+15.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.6% | -0.2% | -0.1% |
| 7D | +5.8% | +0.4% | +5.4% | +5.1% |
| 30D | +16.7% | -2.6% | +19.3% | +19.6% |
| 3M | +27.1% | -3.2% | +30.3% | +31.0% |
| 6M | +62.5% | +0.9% | +61.6% | +59.2% |
| YTD | +139.8% | +11.3% | +128.5% | +108.3% |
| 1Y | +149.9% | +14.0% | +135.9% | +110.6% |
| 3Y | +89.4% | +75.8% | +13.5% | -19.4% |
| All | +89.4% | +74.1% | +15.2% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling